Administration Module Tools Tab

Contains frequently used controls for performing basic tasks such as users and group management, distributed Capture settings, modifying field scripts, and export connectors.

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Group or Control Name

Description

Users & Groups group

Tracking

Tracking

Toggles the User Tracking feature, which can be used to track user activity for your Kofax Capture installation in database tables. The tables contain statistical records that are generated as a user creates and updates Kofax Capture batches and opens/closes processing modules.

Note User Tracking must be enabled If you are using Kofax Analytics for Capture.

When User Tracking is enabled, an audit is performed to record Administration module actions related to user profiles, batch classes, document classes, and much more; along with events related to user logins. For details, see User Tracking.

Note If you turn off User Tracking after using it for a period of time, the tracking data is not retained. If you need to track data for use with other Kofax products such as Kofax Analytics for Capture do not turn off Tracking.

Profiles

Profiles

Opens the User Profiles window, from which you can enable the User Profiles feature for your Kofax Capture installation. You can also create and manage user profiles and group profiles. installation. You can also create and manage user profiles and group profiles.

Distributed Capture group

Central

Central

Opens the Site Manager and Site Profiles windows, where you can manage central sites and central site profiles.

Remote

Remote

Opens the Site Manager and Site Profiles windows, where you can manage remote sites and remote site profiles.

System group

Export Connectors

Export Connectors

Opens the Export Connector Manager window, from which you can select an export connector for a document class. This option is only available when a document class is selected from the Batch class tree view tab. After you select an export connector, you can run it to display the Setup window associated with the connector. From the Setup window, you can select export connector options.

Export credentials

Export Credentials

Opens the Export Credential Management window, where you can access and edit export connector login credentials.

Ignore field events

Ignore Field Change Events

Turns off field change checking for export connectors.

Custom Modules

Custom Modules

Opens the Custom Module Manager window, where you can register a custom module for use with Kofax Capture.

Workflow Agents

Workflow Agents

Opens the Workflow Agent Manager window, where you can add or remove work flow agents from your workflow.

Recognition group

Recognition Scripts

Scripts

Opens the Recognition Script window, from which you can associate a recognition script with a recognition profile. You can also launch VB.NET, Visual C#, or the Softbridge Basic editor to create a new recognition script or edit an existing one.

Recognition Profiles

Profiles

Opens the Recognition Profiles window.

Image Profiles group

Cleanup

Cleanup

Defines a custom image cleanup profile.

Select B & W to open the Image Cleanup Profiles window.

Select Color to open the Color Image Cleanup Profiles Window.

Compression

Compression

Opens the Image Compression Profiles window, from which you can define a custom image compression profile.

Separation & Identification group

Reserve Patch Code

Reserve Patch Code

Opens the Batch Separation Patch Code window, from which you can select a patch code that prints on batch separator sheets.

Separation Profiles

Profiles

Opens the Custom Separation and Form Identification Profiles window, from which you can define a custom separation and form identification profile

Fields group

Scripts and Macros

Scripts/Macros

Opens the Field Script/Macro window, from which you can you can associate a field script or macro to a field type and then create or edit the script/macro. You can also launch VB.NET, Visual C#, or the Softbridge Basic editor to create a new field script/macro or edit an existing one.